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Costco

Name Holding Trade Value Shares
Change
Change in
Stake
HMS
1851
Hanseatic Management Services
New Mexico
$508K +$497K +1,130 New
MC
1852
Matisse Capital
Oregon
$506K +$17.1K +39 +4%
HTHT
1853
Hemenway Trust Hemenway Trust
New Hampshire
$501K +$44K +100 +10%
MS
1854
Marshall & Sullivan
Washington
$501K +$112K +255 +30%
FC
1855
Financial Consulate
Maryland
$500K
WIM
1856
Wittenberg Investment Management
Massachusetts
$500K
MWP
1857
Madison Wealth Partners
Wisconsin
$500K +$24.6K +56 +5%
WPA
1858
West Paces Advisors
Georgia
$500K +$76.9K +175 +19%
TC
1859
Trilogy Capital
California
$499K
RDFA
1860
Ritter Daniher Financial Advisory
Ohio
$499K +$72.5K +165 +17%
GC
1861
Grace Capital
Massachusetts
$497K -$18.5K -42 -4%
OEP
1862
Ocean Endowment Partners
Illinois
$497K
PRWA
1863
Platte River Wealth Advisors
Colorado
$496K
APW
1864
Aurora Private Wealth
New Jersey
$495K -$352K -800 -42%
HWM
1865
Hemington Wealth Management
Virginia
$495K -$1.76K -4 -0.4%
LPT
1866
Legacy Private Trust
Wisconsin
$495K
TCPWM
1867
Traverso Chambers Private Wealth Management
California
$495K
Aristotle Capital Management
1868
Aristotle Capital Management
California
$494K
CST
1869
Charles Schwab Trust
Nevada
$494K +$13.2K +30 +3%
BFIC
1870
Bedell Frazier Investment Counselling
California
$493K
ASI
1871
Advisory Services & Investments
Oregon
$492K +$481K +1,095 New
AG
1872
AlphaSimPlex Group
Massachusetts
$492K +$481K +1,095 New
EGA
1873
Eagle Global Advisors
Texas
$489K
LFG
1874
Larson Financial Group
Missouri
$489K +$436K +991 +1,022%
FOA
1875
Five Oceans Advisors
California
$488K +$478K +1,087 New